Distributors can now place ADC Product Search orders that are shipping out of their agent’s territory as long as the amount of the order is $1,000 or less. Orders larger than $1,000 are still not allowed and will require the distributor contact their agent for placement. This change will reduce the frequency of distributors having…
Starting on December 1st, certain RFA requests will become paid services and will require that an order be placed for the service charge before the RFA will be completed. These RFAs will have an informational message at the top of the request and you will be required to check the box to acknowledge that you…
We have released several new enhancements for our Submittal Generator application. If you have any questions, please reach out to Agency Support. Addition Of New Lines When a user wants to add a new line to the submittal, they should click on the desired line placement. The selected line will be highlighted, indicating where the…
The new Project Scope field that was added to the General Tab of Project Container on 10/15/24 has been added as a search criteria option in the Project Search dialog, making it even easier to locate your desired projects.
The new fields that were added to the General Tab of Project Container on 10/15/24 have been added as search criteria options in the Project Search dialog, making it even easier to locate your desired projects.
The new fields that were added to the General Tab of Project Container on 10/15/24 have been added as search criteria options in the Project Search dialog, making it even easier to locate your desired projects. Other SearchNote: when an Independent Rep or Corporate Rep has been selected from the Rep dropdown, the search criteria…
Distributors are often confused about how to place orders for Design Select Regional products that are produced at the Regional Manufacturing Centers (RMC). According to Acuity policy, any orders for products that are to be produced at the RMC must be entered by the agent in Agile Order Management and cannot be placed by Distributors…
The new Project Scope field that was added to the General Tab of Project Container on 10/15/24 has now been integrated into the Project Container Dashboard allowing for increased data accessibility, including edit and export capabilities. To add this new field to an existing custom layout, navigate to the Project Container dashboard, ensure your desired…
The new fields that were added to the General Tab of Project Container on 10/15/24 have now been integrated into the Project Container Dashboard allowing for increased data accessibility, including edit and export capabilities. To add these new fields to an existing custom layout, navigate to the Project Container dashboard, ensure your desired custom layout…
A notification light for system alerts is now visible in Agile. It is located next to the TechConnect icon in the top toolbar of Agile. Users should refresh the page for updates to the icon. Users can then click on the TechConnect icon for more information about the alert. For more information about TechConnect, click…
As of Tuesday, November 5th, the ability to print future pricing has been turned on in Acuity Distributor Center (ADC) to support the upcoming price increase on December 9th. This feature will be available until the new pricing effective date. After that date, you will see the updated pricing as the current price. After logging…
We are excited to announce the new search, export, and refresh capabilities for the Audit Log in Stock Pricing Tool. Search With the search feature, users can easily find information by searching for entry date, entry time, keywords, created by, and more. Export Additionally, users can now export the Audit Log. This feature is especially…
We are excited to announce the new search and export capabilities for the Audit Log in Quote. Search With the search feature, users can easily find information by searching for entry date, entry time, keywords, created by, quote number, and more. Export Additionally, users can now export the Audit Log. This feature is especially useful…
In OM, the ship date for a late line will now be displayed in red, providing a visual cue of lines that may need attention. This is similar to the existing view in Order Tracker. The Ship Promise Date and Revised Estimated Ship Date will be highlighted in red if we have passed the dates…
A manually entered “ship to” address will now be retained if a “sold to” address is changed on an order. This improvement will eliminate the need to re-enter the manual “ship to” address. Previously, when there was a manually entered “ship to” address and the “sold to” address was changed, the “ship to” had to…
We have added a new feature to allow the creation of an Acuity return directly from an order in Order Management. From the Order Lines tab, click the Returns tool to begin the process. A dialog box will appear with the lines on the order eligible for return. Select the return type, enter the e-mail…
A new field called Project Scope has been added to the General Tab of Project Container to enable enhanced tracking capabilities. Selections made to this field will be captured in the Project Container Audit Log. There will also be a series of follow-up releases integrating this new field into the various other elements of Project…
Several new fields have been added to the General Tab of Project Container to enable enhanced tracking capabilities. Selections made to all these fields will be captured in the Project Container Audit Log. There will also be a series of follow-up releases integrating these new fields into the various other elements of Project Container. Integration…
Several new fields have been added to the General Tab of Project Container to enable enhanced tracking capabilities. Selections made to all these fields will be captured in the Project Container Audit Log. C&I Project Model Holophane Project Model View-Only Corporate Copies of Rep Projects There will also be a series of follow-up releases integrating…
Hold Orders are now included as the default in the Project Order Status report. You can manage the orders included or excluded from the Filters button. You can access the functionality from the Order Status button on the Orders Tab on a Project Container. Since the initial release in Fall 2023, we have made many…
As a reminder, Product Search users with the Agency Quick Quote role can create Agile Quotes and email them directly to customers from within the Product Search application. Simply create a basket of products by adding them to a cart, then click the Quote button, select your email attributes and click Submit. An Agile Quick…
ABL Tech is excited to announce the upcoming launch of TechConnect, a centralized information repository for customer-facing systems including Agile and ADC.
Ensure you reserve your spot and don’t miss out on these valuable learning opportunities! NOTE: Some of the above webinars have been offered in previous quarters this year. Keep this in mind when registering, as the content will be repeated for those who have already taken the webinar.NOTE: Some of the above webinars have been…
We’re thrilled to announce a powerful new feature in Agile Order Management (OM) that will enhance your order management experience: Stock Availability from Order Lines. This update makes it easier than ever to access inventory information right within agile OM. With this feature, the available quantity for stock items in TRG and TRF status now…
To align with Acuity’s strategy and enhance clarity around construction categories, we have expanded the vertical hierarchy to include the below options. All relevant locations in agile (Project Container, Quotes, and Order Management) where ABL Construction can be set have been updated accordingly. Additional adjustments will be made later this year, with a follow-up announcement…
Have you ever needed to contact the person who entered an order via ADC Product Search but had trouble interpreting their user id? Now, it is required that the distributor enter their name and email with each ADC order. To make it easy for the distributor, ADC will remember the user’s last entry and auto…
A new tab has been added to Product Search to make it easy to find all the Contractor Select products and check pricing and availability. If you would like to export this list, you can click on the ellipsis menu in the upper right and select, “Export Current View”. This visibility helps reinforce the Contractor…
We are excited to announce the new search, export and refresh capabilities for the Audit Log in Agile Project Container. With the search feature, users can easily find information by searching for date, keywords, user IDs, and more. Search With the search feature, users can easily find information by searching for keywords, user IDs, and…
In agile Quote, when approving a customer’s Acuity Distributor Center (ADC) quote for converting to an order, please be aware that only Instruction 37 (Lump Sum) will appear on the ADC order. All other Standard Instructions will not carry over to the ADC order. Adding Standard Instructions that do not carry over to ADC orders…
A new option is available in agile Quote that allows users to send an email notification to customers when their quote is ready to convert to an order in Acuity Distributor Center (ADC). From the ADC tab in Quote, when you click the Approved for Convert checkbox, a new dropdown menu will appear. From here,…
Our Customer Experience (CX) and Technology teams are committed to enhancing our processes and applications. Our core objectives include creating better user experiences, promoting operational productivty gains, and empowering our users via self-service capabilities. We are excited to introduce our new Expedite Request Entry self-service capabilities. The following resources will be available in Acuity Academy by 8/12…
We have added the ability to select AASHTO or non-AASHTO during the wind loading step in the Product Configurator. This functionality is only for Holophane vendor sourced poles and the series include RTA, RTS, SSA, SSS, FRSA, FRSS, FRTF, FRTFDB. The non-AASHTO weight and EPA limits are derived by the pole vendors per their own…
To be consistent with other agile applications, such as Order Management, the Program field in Quote, Stock Pricing Tool, and ScratchPad will now show stock products as “Design Select” if they are part of that program. Please note, while the Program field is part of the “Quote Standard” and “Quick Quote Standard” Layouts, it will…
To be consistent with other agile applications, such as Order Management, the Program field in Quote & Stock Pricing Tool will now show stock products as “Design Select” if they are part of that program. Please note, while the Program field is part of the “Quote Standard” and “Quick Quote Standard” Layouts, it will need…
We have released several new enhancements for our Submittal Generator application. If you have any questions, please reach out to Agency Support. Addition Of Landscape Page Orientation! A new column has been added with the page orientation. Please see the image below. The up and down arrows represent portrait and side to side arrows represent…
New fixes have been published for Negotiated Limit in Agile Quote. Prior to these fixes, when a Quote user would make changes to Catalog Number or Quantity on a Holophane line with a Negotiated Limit, the Negotiated Limit’s value would remain unchanged. This creates a challenge because when Negotiated Limit carries over to different products…
Ensure you reserve your spot and don’t miss out on these valuable learning opportunities. NOTE: Some of the above webinars have been offered in previous quarters this year. Keep this in mind when registering, as the content will be repeated for those who have already taken the webinar. To register, click HERE to navigate to…
With the latest deployment of Product Search, the in transit values have been updated to remove any quantities already committed to orders. Additionally, the field has been renamed to Net In Transit to better describe the values that are displayed. This change will greatly improve the accuracy of the data and strengthen the confidence agents…
A new Totals Tool has been added to the Orders Tab in Project Container. When clicked, the total of all orders for the project will be displayed along with a breakdown of released order and hold orders. This will allow you to see the total value of the orders associated to a specific project.
We have updated several of the icons in ADC to better reflect their functionality. Additionally, the location of the Order Status PDF email and the Excel Export icons have been relocated to the main toolbar in upper right corner. Summary of the changes:
Recent enhancements to the Product Search application include the following:
We recently deployed some enhancements that will improve your customer’s experience with ADC:
There is a new enhancement in Agile OM that will allow Agents to use multi-edit to modify the commissions for more than one line on non-ABL orders. To use the new multi-edit commission field, navigate to the lines tab, select the desired lines, select multi-edit, and input the new commission you wish to associate with…
IBL will be going end of life at the end of calendar year 2024 (12/31/2024) and the last day that we will be accepting orders on this fixture in December 1st, 2024, so please ensure all necessary orders are entered by 12/1/2024. With this fixture going end of life, the recommendation is to transition customers…
Effective May 1st, 2024, FusionViewer will no longer be available. Moving forward, please use Agile’s Project Container and Quote applications for project management and quoting needs, respectively. This discontinuation allows us to focus our resources on applications that drive greater usage and value among our users. If you have any questions or concerns regarding FusionViewer,…
Updates have been made to the Non-ABL Manufacturer PO to better reflect overage and overage commission due. Preferences have also been added to set a default for including the agency split section and the overage section on the manufacturer purchase order. Preferences are set by clicking on Options/Preferences on the OM dashboard and selecting Preferences. …
Ensure you reserve your spot and don’t miss out on these valuable learning opportunities! NOTE: Some of the above webinars have been offered in previous quarters this year. Keep this in mind when registering, as the content will be repeated for those who have already taken the webinar in Q1 & Q2. To register, click…
To make compiling supporting information about quote lines even easier, Mfg Lead Time is now an available print option for ABL lines for both PDF and Excel Quote Printout Formats (including the Items Only Excel)! A future release will expand this to Non-ABL Lines. Due to the nature of this data, Mfg Lead Time(s) must…
We want to ensure users can properly update their project phase and status to more accurately represent your projects and submittals. You will see a new expanded message in Submittal Generator for updating the project phase and status independently. Previously, users could only update the project phase. Below is an example of the expanded message…
A running total has been added to the Inventory Cleanup return type to help you keep track of the total value of the return as it is being entered. As lines are added, the total will be updated. Inventory Cleanups can be created by navigating to the Returns Application, clicking on Enter Return and selecting…
Ensure you reserve your spot and don’t miss out on these valuable learning opportunities! To register, click HERE to navigate to Acuity Academy. To register for your desired webinar, simply utilize the search bar located at the top of our homepage. This convenient tool will help you find the webinar you’re looking for with ease. …
In the Project Order Status feature, users now have the option to hide specific EDT lines. You can either hide all EDT lines or only those related to Acuity (Acuity EDT lines). For example, if an order includes both ABL and non-ABL materials, toggling the EDT line view will conceal the ABL EDT lines, while…
Agile Request for Claim now includes a field showcasing an RFWD if it is associated with an order.
We have deployed a new version of the Project Order Status to include the following functionality: Project Order Status enables you to review the most up-to-date information for all order lines associated to one project container. You can now share live links with your customers to provide them with visibility as well or do an…
Distributors will now be able to see the product classification icons for all of the items in their ADC / Product Search cart. These icons are the same icons that are displayed in the Product Search results dashboard and will help with quickly identifying which products are part of an Acuity Brands program, such as…
View your claims, no-charge orders, and returns from within Agile Order Management Overview: Starting 03/07/2024, Agile OM’s update enables users to easily view all claims, no-charge orders, and returns for any order. Explore the new features below. Walk-through: **Please note: The data presented in this walk-through is simulated and sourced from our testing environment. It…
Paging has been added to the Projects grid on the Multiple Subscription Administration dialog to avoid having to limit the number items that can be returned after executing a Source Rep search. Each page can hold up to 100 items, and when applicable the bottom of the grid will display forwards and backwards navigation buttons…
To make locating Holophane projects even easier, Quote $ had been added as a search criteria option on the Project Search dialog in Project Container. A tweak to the formatting of the Excepted Close Date search criteria option was also made.
In preparation for further changes later this year, the issue that was causing an error to generate when attempting to make edits to a Project directly from the Grid View of Bid Board or the Dashboard of Project Container has been addressed.
In preparation for further changes later this year, the issue that was causing an error to generate when attempting to make edits to a Project directly from the Grid View of Bid Board or the Dashboard of Project Container has been addressed.
Atrius Locator, Atrius Wayfinder and IOTA’s ISCG Connected STAR Gateway are now clearly defined product choices under the Internet of Things RFA product category. Whether requesting a Design, BOM (with layout), Submittal or Post Installation RFA, the new Internet of Things product options will help clarify the request. This enhancement will reduce the RFA entry…
To see which quote or order line items are included in the Design Select program, you must manage your layout in Agile Order Management and Agile Quotes. Configuring Your Layout This update should be made within an existing quote or order, not from the dashboard. Navigate to the Lines tab in an existing Agile order…
Application Programming Interfaces (APIs) represent the newest, cutting-edge technology for electronic connectivity and allows distributors to connect directly to our systems from their systems, thus eliminating the need for their users to login to ADC or make a phone call to you to get this data. Acuity’s suite of external APIs, which currently includes an…
As part of our commitment to expand importing and exporting options from Agile Quotes, a new CSV format is now available within the Quote Client. This is currently limited to the same quote line and header fields available in the XML format. In a future release, we will be adding import templates for all the…
To increase efficiency when generating Quote printouts, you can now access the Contacts Tab directly from the Print Quote dialog for Project Quotes. Simply click the Contacts button to modify the associated companies and contacts as needed. Once the updates have been made, click the Reload Data button for the changes to reflect. Please note…
To increase efficiency when generating Quote printouts, you can now access the Contacts Tab directly from the Print Quote dialog for Project Quotes. Simply click the Contacts button to modify the associated companies and contacts as needed. Once the updates have been made, click the Reload Data button for the changes to reflect. Please note…
Territory Reps will now receive an email for all subsequent resubmissions of Specification Registration requests by the Spec Rep. Previously, these scenarios would not trigger any notifications to the Territory Rep thus resulting in the potential for delays.
Ensure you reserve your spot and don’t miss out on these valuable learning opportunities.
For the past few months the Orders Domain team has been working hard to make updates to Agile Order Management (Agile OM) that would give users the ability to navigate through lists of orders with the ease of Order Status 3. These updates mainly included changes to our Dashboard and Search functionality. With these updates…
To avoid having to limit the number of items associated to a Project Container, paging has been added to all the grids throughout the Save As New dialog. Each page can hold up to 50 items, and the bottom of the affected grids will display forwards and backwards navigation buttons with an item count preview….
A new version of the Outlook Email Add-In will be installed on Monday, January 22.
If you log out of your machine, this install should run automatically when you login on Monday and open Outlook. If the install does not run automatically, close Outlook and reopen it to be promoted to run the install.
You can now store direct links/URLS for non-ABL external pricing in Agile without using Document Upload. This will limit the need to navigate to multiple websites or to your SharePoint drive when you need to reference external pricing. These links can be stored in the Products tab of a Non-ABL Manufacturer record in Contact Management….
To support the upcoming rebranding of the UPR market segment, to be announced January 15th, starting January 11th you will see the following changes in agile Project Container, Quotes, and Order Management. Changes have also been made to the National Account application to reflect these same definitions used across Acuity.
Based on your feedback, we have updated our Product Configurator APC (Advanced Product Configuration) logic. The new updates are for keeping the same existing APC number. Now anytime you reload your basket or return to your saved basket, the APC number will remain the same. Previously this would generate a new APC number. This will…
Enrollment is now open on Acuity Academy, and we have some fantastic webinars starting in January 2024. Be sure to reserve your spot and don’t miss out on these valuable learning opportunities! To register, click HERE to navigate to Acuity Academy. To register for your desired webinar, simply utilize the search bar located at the…
With your feedback, we have made the following changes to Project Order Status: 2. We have updated the type of lines we show to exclude Overage, buy/sell freight, buy/sell Miscellaneous, buy/sell tax, and other.
This morning we deployed version 4.0.150.2 of Stock Price Tool. This release includes the following changes.
We are excited to announce that the Product Configurator can be used for select Industrial Products! You can now configure complete pole/arm and luminaire assemblies! That’s right, your next Industrial bid package can be much more comprehensive than ever before and a lot easier to compile. It’s as easy as 1 – 2 – 3!…
Another step along our journey to having a modern, secure platform is the changeover of ADC from the HTTP protocol to HTTPS. HTTPS enhances ADC’s security by ensuring that all data transmissions are fully encrypted. In the coming weeks, a final security validation will be performed to certify ADC is fully and completely operational using…
The default date range for displaying order status in ADC has been increased from 90 days to 180 days. This change was made to improve the customer experience by minimizing the number of clicks required to find older orders. Now, if the order was entered in the last 6 months, it can easily be found…
Do you want to know which of your ADC users have the Place Order role? Or the Request Quote role? Or any of the other ADC roles? Well now you can! Simply login to ADC as an Administrator, navigate to the Admin tab, select your criteria and click Search! We now display all the ADC…
This morning we deployed a new version of Agile Quotes (2.0.342.0). This release includes the following:
We continue our journey to modernize agile. The migration of agile Home and all of the agile applications from the HTTP protocol to HTTPS is a 3 step process. The first step was completed a few months ago with the changeover of the agile application URLs to HTTPS. This past weekend we completed step 2…
We have recently completed a full redesign of our dynamic linear submittals living within the Product Configurator! We are excited about these updates, and they have improved the customer experience. We completed this project through a couple of different phases. The first phase was the cover page, which provides a more tailored look and feel….
As of Monday November 6th, the ability to print future pricing has been turned on in Acuity Distributor Center (ADC) to support the upcoming price increase on December 4th. This feature will be available until the new pricing effective date. After that date, you will see the updated pricing as the current price. After logging into…
To accommodate Non-ABL manufacturers who have websites that allow you to check status, submit return requests etc, we have added a new tool in Agile Order Management to allow you to launch a Non-ABL Manufacturer website or “portal link”. This requires a one-time set up on the Non-ABL Manufacturer record in Contact Management. To do…
Enrollment is now open on Acuity Academy, and we have some fantastic courses starting soon. Ensure you reserve your spot and don’t miss out on these valuable learning opportunities! To register, click HERE to navigate to Acuity Academy. Agents, if you need assistance with you log in, please see blog posted on 10/13/23. Corporate users, click…
This morning we deployed a new version of Project Container. This release includes the following:
This morning we deployed a new version of the Stock Pricing Tool Client (4.0.142.2). This release addressed an issue where rounding to the closest $5 and closest cent was not actually being applied when using the Factor All functionality. In this situation, pricing products at what appeared to be the Standing Quote price would not…
We are thrilled to announce an upcoming series of Agile webinars for a variety of topics and dates. Registration for enrollment will open next week on Acuity Academy. In preparation for registration, you will need to set up an account on Acuity Academy if you do not already have one. To register, click here to…
Recently, we introduced the Project Order Status feature in its first iteration phase. Thanks to your valuable feedback, we’ve made significant improvements! One issue we addressed was a 401 error some users encountered during login. We implemented changes on 09/29 to fix this problem, and since then, no additional errors have been reported. Now, lets…
“SOLD TO” ENHANCEMENT A new enhancement enables selection of Non-Distributor company types as the Sold To customer on a Hold Order and Non-ABL Order as long as the company is set up in Contact Management. To enable this functionality, you must first set a preference. This is done on the OM dashboard by selecting Options/Preferences….
All Acuity agile corporate rep users now have the ability to save their updated primary rep in the Product Configurator. As a corporate rep user, the primary rep default is 999. When you access the Product Configurator you can change the 999 rep to whatever rep number you need and this will be saved for…
Providing comprehensive order status to customers is an important aspect of project management. While agile and ADC provide individual order status and agents can enable visibility of non-Acuity orders in ADC, there is not a way to present all lines on all orders related to a project in a single view….UNTIL NOW! This new functionality…
This morning we deployed a new version of Stock Pricing Tool (4.0.140.2). To support the Design Select Regional program, this release includes a new “Program” column on the Products grid as well as a new “Program” field on the Product Detail card, which also indicates the Quantity Limit, if applicable. Later this fall we plan…
This morning we deployed a new version of Agile Quotes (2.0.315.0). This release includes the following:
This morning we deployed a new version of Agile Quotes (2.0.315.0). This release includes the following:
on 09/07, the following items were deployed into agile OM to assist both our Agents and internal parties. RFWD (Request for Warranty Deviation) Visibility on a line level: We’ve introduced RFWD visibility at the line level in Agile OM. To enable this, users should add the RFWD column to their layout. Once added, the RFWD…
On 08/09/2023 the Orders Tech team deployed a change allowing Agents to adjust the Not Before Dates on their orders when all lines are in a NAC status. This means, if all lines are still in a NAC (not activated) state, Agents will be able to adjust the Not before date as needed without having…
What does this mean for distributors? Acuity offers an Application Programming Interface (API) that allows customer systems to connect directly to Acuity systems for product availability. With the latest release of Epicor’s Eclipse 23.1, a leading distribution ERP system, distributors can easily set up access to our API with just a few configuration keystrokes, thus…